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SLI

Sumitomo Life Insurance Portfolio holdings

AUM $4.25B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
+1.8%
1 Year Est. Return
+23.69%
3 Year Est. Return
+58.47%
5 Year Est. Return
+69.86%
10 Year Est. Return
+300.85%
AUM
$4.25B
AUM Growth
+$603M
Cap. Flow
+$653M
Cap. Flow %
15.35%
Top 10 Hldgs %
69.81%
Holding
293
New
12
Increased
192
Reduced
75
Closed
11

Top Buys

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$437M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$190M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$168M
4
AAPL icon
Apple
AAPL
+$10.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.38M

Top Sells

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$73.8M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$29.4M
3
BKLN icon
Invesco Senior Loan ETF
BKLN
+$26.8M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$26M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$17.3M

Sector Composition

Rank Sector Weight
1 Technology 10.27%
2 Financials 4.28%
3 Communication Services 3.52%
4 Healthcare 2.92%
5 Consumer Discretionary 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CDNS icon
51
Cadence Design Systems
CDNS
$91.7B
$8.32M 0.2%
29,936
+6,336
+27% +$1.89M
BAC icon
52
Bank of America
BAC
$433B
$7.79M 0.18%
159,783
-2,107
-1% -$109K
XOM icon
53
ExxonMobil
XOM
$651B
$7.77M 0.18%
45,793
+10,370
+29% +$1.51M
ZTS icon
54
Zoetis
ZTS
$31.9B
$7.67M 0.18%
64,900
+6,457
+11% +$798K
DDOG icon
55
Datadog
DDOG
$95.6B
$7.22M 0.17%
61,190
-11,170
-15% -$1.38M
JNJ icon
56
Johnson & Johnson
JNJ
$617B
$6.55M 0.15%
26,792
+7,223
+37% +$1.68M
V icon
57
Visa
V
$673B
$5.78M 0.14%
19,126
+481
+3% +$155K
BRK.B icon
58
Berkshire Hathaway Class B
BRK.B
$1.1T
$5.5M 0.13%
11,477
+289
+3% +$142K
CAT icon
59
Caterpillar
CAT
$373B
$5.35M 0.13%
7,548
+1,100
+17% +$762K
PAYX icon
60
Paychex
PAYX
$41.4B
$5.2M 0.12%
56,500
-28,100
-33% -$2.78M
APH icon
61
Amphenol
APH
$197B
$5.13M 0.12%
40,625
-6,187
-13% -$871K
WMB icon
62
Williams Companies
WMB
$86.7B
$5.13M 0.12%
70,436
-3,975
-5% -$275K
PWR icon
63
Quanta Services
PWR
$98.7B
$4.97M 0.12%
9,053
-361
-4% -$186K
ABBV icon
64
AbbVie
ABBV
$455B
$4.72M 0.11%
21,714
+2,400
+12% +$532K
MU icon
65
Micron Technology
MU
$988B
$4.7M 0.11%
13,914
+356
+3% +$139K
PM icon
66
Philip Morris
PM
$299B
$4.61M 0.11%
27,880
-649
-2% -$113K
COST icon
67
Costco
COST
$423B
$4.57M 0.11%
4,584
+116
+3% +$113K
AXP icon
68
American Express
AXP
$228B
$4.46M 0.1%
14,745
-558
-4% -$187K
CVX icon
69
Chevron
CVX
$383B
$4.28M 0.1%
20,701
+522
+3% +$95.2K
GE icon
70
GE Aerospace
GE
$368B
$4.28M 0.1%
15,084
+2,456
+19% +$772K
NFLX icon
71
Netflix
NFLX
$305B
$4.18M 0.1%
43,507
+954
+2% +$84.1K
TT icon
72
Trane Technologies
TT
$97.3B
$4.17M 0.1%
10,009
-611
-6% -$259K
PH icon
73
Parker-Hannifin
PH
$121B
$4.17M 0.1%
4,657
-278
-6% -$263K
ETN icon
74
Eaton
ETN
$150B
$4.12M 0.1%
11,526
-453
-4% -$161K
ANET icon
75
Arista Networks
ANET
$215B
$3.94M 0.09%
32,098
-1,406
-4% -$188K
1 2
3
4 5

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Sumitomo Life Insurance's Q1 2026 Portfolio in Review

As of Q1 2026, Sumitomo Life Insurance held 293 positions worth $4.25B, up 17% from $3.65B the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Sumitomo Life Insurance deployed $653M of net new capital in Q1 2026, opening 12 new positions and adding to 192 existing holdings. Its largest new stake was iShares TIPS Bond ETF: 1,513,455 shares worth $167M.

By sector, the portfolio is most concentrated in Technology at 10% of assets, down from 13% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Vanguard FTSE Emerging Markets ETF, an estimated $73.8M trimmed.

  • Sumitomo Life Insurance's largest Q1 2026 buy was iShares TIPS Bond ETF: 1,513,455 shares worth $167M.
  • Sumitomo Life Insurance added most to Schwab US Dividend Equity ETF in Q1 2026, an estimated $437M increase.
  • Sumitomo Life Insurance's biggest Q1 2026 reduction was Vanguard FTSE Emerging Markets ETF, cutting an estimated $73.8M.
  • Sumitomo Life Insurance fully exited Automatic Data Processing in Q1 2026, selling an estimated $1.93M.
  • Sumitomo Life Insurance's ten largest holdings make up 70% of its $4.25B portfolio in Q1 2026.
  • Sumitomo Life Insurance opened 12 new positions and closed 11 in Q1 2026.
  • Sumitomo Life Insurance's portfolio value rose 17% quarter-over-quarter to $4.25B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.